Bank of New York Mellon

Bank of New York Mellon Portfolio holdings

AUM $557B
1-Year Est. Return 24.82%
 

Bank of New York Mellon (BNY Mellon), tracing its origins to 1784 when Alexander Hamilton founded the Bank of New York, is a global financial institution headquartered in New York City, specializing in asset servicing, custody banking, and investment management. As one of the world’s largest custodian banks, it safeguards trillions in assets for institutions like pension funds, mutual funds, and governments, while its investment arm manages billions through subsidiaries like Mellon Investments and Dreyfus. Known for its role as a financial infrastructure backbone, BNY Mellon also provides treasury services, wealth management, and market analytics, blending a rich historical legacy with modern fintech innovations. The 2007 merger of Bank of New York and Mellon Financial solidified its position as a leader in global finance.

This Quarter Est. Return
1 Year Est. Return
+24.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489B
AUM Growth
+$29.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,438
New
Increased
Reduced
Closed

Top Buys

1 +$798M
2 +$591M
3 +$390M
4
HD icon
Home Depot
HD
+$388M
5
PAYX icon
Paychex
PAYX
+$380M

Top Sells

1 +$900M
2 +$673M
3 +$581M
4
AAPL icon
Apple
AAPL
+$378M
5
BMY icon
Bristol-Myers Squibb
BMY
+$263M

Sector Composition

1 Technology 24.38%
2 Healthcare 12.97%
3 Financials 12.5%
4 Consumer Discretionary 11.21%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$1.96M ﹤0.01%
38,855
+4,746
2927
$1.95M ﹤0.01%
193,156
-1,266
2928
$1.95M ﹤0.01%
1,232,571
-634
2929
$1.95M ﹤0.01%
55,221
+504
2930
$1.95M ﹤0.01%
10,279
-117
2931
$1.94M ﹤0.01%
84,663
+3,370
2932
$1.94M ﹤0.01%
140,981
-30,388
2933
$1.93M ﹤0.01%
64,301
-985
2934
$1.93M ﹤0.01%
78,631
+3,041
2935
$1.93M ﹤0.01%
109,994
-1,345
2936
$1.91M ﹤0.01%
99,856
+2,580
2937
$1.91M ﹤0.01%
228,374
+29,653
2938
$1.9M ﹤0.01%
287,345
-1,982
2939
$1.9M ﹤0.01%
22,492
-1,053
2940
$1.9M ﹤0.01%
51,663
+148
2941
$1.89M ﹤0.01%
51,468
+3,200
2942
$1.89M ﹤0.01%
299,281
-496
2943
$1.89M ﹤0.01%
141,284
+287
2944
$1.89M ﹤0.01%
180,029
+3,390
2945
$1.88M ﹤0.01%
55,111
+13,851
2946
$1.88M ﹤0.01%
76,787
+3,056
2947
$1.88M ﹤0.01%
391,864
+1,545
2948
$1.87M ﹤0.01%
+26,441
2949
$1.87M ﹤0.01%
110,892
-1,786
2950
$1.87M ﹤0.01%
208,141
+91,814